Personal Lines Insurance Advisor (Entry Level)
The Baldwin Group, Charlotte, North Carolina, United States, 28245
Position Summary
The Baldwin Group is an award‑winning entrepreneur‑led insurance brokerage that delivers expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients worldwide. The Baldwin Group (NASDAQ: BWIN) offers a holistic, tailored approach to insurance and risk management and is a highly differentiated, client‑expansion culture.
Insurance Advisor (Charlotte Sales & Tech Hub) Our internal title is Insurance Advisor, a licensed Insurance Agent role focused on connecting with people, understanding their needs, and helping them find the right coverage. You’ll work in a dynamic sales center environment, closing deals and making a real impact. As a Top 20 Insurance Broker, you gain access to multiple carriers to offer clients the best coverage at the best price and receive all the leads.
Compensation Base pay
$41,600 +
monthly commission.
Location 7910 Microsoft Way, Charlotte, NC 28277
Schedule Monday–Friday 8am–5pm + one Saturday/month 9am–1pm
Remote Work This is an in‑office role.
What You’ll Be Doing
Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.
What You Bring To The Table
Love talking to people? You’ll be on the phone all day—so bring that energy!
Strong communication skills—both verbal and written.
Persuasive, goal‑oriented, and driven to succeed.
Friendly, outgoing, and eager to grow our client base.
Self‑motivated and great at managing your time.
Resilient—able to handle rejection and keep moving forward.
Familiar with the sales process from start to finish.
Experience in sales or call centers is a plus—but if you’re outgoing and coachable, we want to talk!
Tech‑savvy: Microsoft Office and CRM/Salesforce experience preferred.
What We Provide
Paid Training
Onsite gym with free access
Performance contests year‑round with incentive awards
Onsite food trucks throughout the year
Quarterly top performer dinner
PTO + 12 paid holidays
Licensing Made Easy We’ll pay for your 40‑hour online Property & Casualty course and compensate you for studying. Pass the test, earn your P&C license, and you’re good to go!
Important Notice
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
Equal Employment Opportunity Statement
BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
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Insurance Advisor (Charlotte Sales & Tech Hub) Our internal title is Insurance Advisor, a licensed Insurance Agent role focused on connecting with people, understanding their needs, and helping them find the right coverage. You’ll work in a dynamic sales center environment, closing deals and making a real impact. As a Top 20 Insurance Broker, you gain access to multiple carriers to offer clients the best coverage at the best price and receive all the leads.
Compensation Base pay
$41,600 +
monthly commission.
Location 7910 Microsoft Way, Charlotte, NC 28277
Schedule Monday–Friday 8am–5pm + one Saturday/month 9am–1pm
Remote Work This is an in‑office role.
What You’ll Be Doing
Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.
What You Bring To The Table
Love talking to people? You’ll be on the phone all day—so bring that energy!
Strong communication skills—both verbal and written.
Persuasive, goal‑oriented, and driven to succeed.
Friendly, outgoing, and eager to grow our client base.
Self‑motivated and great at managing your time.
Resilient—able to handle rejection and keep moving forward.
Familiar with the sales process from start to finish.
Experience in sales or call centers is a plus—but if you’re outgoing and coachable, we want to talk!
Tech‑savvy: Microsoft Office and CRM/Salesforce experience preferred.
What We Provide
Paid Training
Onsite gym with free access
Performance contests year‑round with incentive awards
Onsite food trucks throughout the year
Quarterly top performer dinner
PTO + 12 paid holidays
Licensing Made Easy We’ll pay for your 40‑hour online Property & Casualty course and compensate you for studying. Pass the test, earn your P&C license, and you’re good to go!
Important Notice
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
Equal Employment Opportunity Statement
BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
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